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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $137,174 |
Service code 27 · EIN 27-1667654 | Advisory (Plan) | $47,800 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $47,162 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,240 | $50,860+22.4% | $155,574-60.0% | $77,714-19.9% |
| Participation rate | 95.7% | 63.1%+32.6pp | 78.2%+17.5pp | 70.6%+25.2pp |
| Annual return | 15.28% | 34.86%-19.6pp | 64.87%-49.6pp | 31.26%-16.0pp |
| Employer contribution / active EE | $1,784 | $1,991-10.4% | $4,676-61.9% | $2,727-34.6% |
| Participant deferral / active EE | $5,013 | $2,825+77.5% | $5,629-10.9% | $4,649+7.8% |
| Admin fee / account holder | $166 | $436-62.0% | $15,914-99.0% | $433-61.7% |